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Apple shares owned by Schaeffer Financial

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Schaeffer Financial from 13F filings

Historical chart of Schaeffer Financial investment in Apple

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All positions including Apple held by Schaeffer Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Schaeffer Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $270k 1.2k 232.92
2024-06-30 $251k 1.2k 210.58
2024-03-31 $204k 1.2k 171.45
2023-12-31 $229k 1.2k 192.50

More positions owned by Schaeffer Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Schaeffer Financial

Top funds holding Apple

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
International Assets Investment Management

View all funds holding Apple